Bartlett & Co Wealth Management’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $574K | Sell |
16,496
-1,497
| -8% | -$51.7K | 0.01% | 334 |
|
|
2026
Q1 | $619K | Sell |
17,993
-1,954
| -10% | -$84.8K | 0.01% | 316 |
|
|
2025
Q4 | $928K | Sell |
19,947
-1,285
| -6% | -$61.1K | 0.01% | 270 |
|
|
2025
Q3 | $1.07M | Sell |
21,232
-270
| -1% | -$13.5K | 0.01% | 252 |
|
|
2025
Q2 | $1.11M | Buy |
21,502
+870
| +4% | +$48K | 0.02% | 247 |
|
|
2025
Q1 | $1.23M | Sell |
20,632
-1,507
| -7% | -$90.5K | 0.02% | 235 |
|
|
2024
Q4 | $1.41M | Sell |
22,139
-1,870
| -8% | -$125K | 0.02% | 223 |
|
|
2024
Q3 | $1.77M | Sell |
24,009
-3,370
| -12% | -$233K | 0.03% | 206 |
|
|
2024
Q2 | $1.73M | Sell |
27,379
-628
| -2% | -$43.1K | 0.03% | 205 |
|
|
2024
Q1 | $1.96M | Sell |
28,007
-1,147
| -4% | -$74.7K | 0.03% | 201 |
|
|
2023
Q4 | $1.89M | Sell |
29,154
-601
| -2% | -$38.8K | 0.03% | 209 |
|
|
2023
Q3 | $1.9M | Sell |
29,755
-749
| -2% | -$52.9K | 0.03% | 199 |
|
|
2023
Q2 | $2.34M | Buy |
30,504
+24,175
| +382% | +$2.07M | 0.04% | 184 |
|
|
2023
Q1 | $541K | Sell |
6,329
-462
| -7% | -$36.9K | 0.01% | 280 |
|
|
2022
Q4 | $569K | Hold |
6,791
| – | – | 0.01% | 276 |
|
|
2022
Q3 | $520K | Buy |
6,791
+1,475
| +28% | +$112K | 0.01% | 280 |
|
|
2022
Q2 | $401K | Hold |
5,316
| – | – | 0.01% | 298 |
|
|
2022
Q1 | $360K | Sell |
5,316
-25
| -0.5% | -$1.68K | 0.01% | 328 |
|
|
2021
Q4 | $360K | Hold |
5,341
| – | – | 0.01% | 333 |
|
|
2021
Q3 | $319K | Sell |
5,341
-24
| -0.4% | -$1.42K | 0.01% | 300 |
|
|
2021
Q2 | $327K | Hold |
5,365
| – | – | 0.01% | 292 |
|
|
2021
Q1 | $329K | Sell |
5,365
-1,700
| -24% | -$98.1K | 0.01% | 290 |
|
|
2020
Q4 | $415K | Sell |
7,065
-114
| -2% | -$6.9K | 0.01% | 271 |
|
|
2020
Q3 | $443K | Hold |
7,179
| – | – | 0.01% | 251 |
|
|
2020
Q2 | $443K | Sell |
7,179
-50
| -0.7% | -$3.02K | 0.01% | 246 |
|
|
2020
Q1 | $381K | Sell |
7,229
-109
| -1% | -$5.76K | 0.01% | 247 |
|
|
2019
Q4 | $393K | Sell |
7,338
-24
| -0.3% | -$1.26K | 0.01% | 279 |
|
|
2019
Q3 | $406K | Buy |
7,362
+1,145
| +18% | +$61.7K | 0.01% | 270 |
|
|
2019
Q2 | $327K | Buy |
6,217
+555
| +10% | +$28.7K | 0.01% | 226 |
|
|
2019
Q1 | $293K | Hold |
5,662
| – | – | 0.01% | 230 |
|
|
2018
Q4 | $220K | Buy |
5,662
+766
| +16% | +$32.4K | 0.01% | 244 |
|
|
2018
Q3 | $210K | Sell |
4,896
-161
| -3% | -$7.29K | 0.01% | 255 |
|
|
2018
Q2 | $224K | Buy |
5,057
+161
| +3% | +$7.05K | 0.01% | 244 |
|
|
2018
Q1 | $221K | Buy |
+4,896
| New | +$266K | 0.01% | 244 |
|
Other funds holding GIS
Bartlett & Co Wealth Management's GIS Position: Q2 2026 in Review
Bartlett & Co Wealth Management reduced its General Mills (GIS) stake by 8.3% in Q2 2026, selling an estimated $51.7K and leaving 16,496 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #334.
Bartlett & Co Wealth Management first reported a position in GIS in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.34M in Q2 2023. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.
- Bartlett & Co Wealth Management held 16,496 shares of General Mills worth $574K as of Q2 2026.
- Bartlett & Co Wealth Management sold 1,497 General Mills shares in Q2 2026, an estimated $51.7K.
- General Mills made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #334 holding.
- Bartlett & Co Wealth Management first reported a position in General Mills in Q1 2018 and has held it in 34 quarters since.
- Bartlett & Co Wealth Management's General Mills position peaked at $2.34M in Q2 2023.
- 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.